Silverstone Financial is a Fee-Only Fiduciary Wealth Management Firm located in Maryland.
We specialize in working with Busy Business Owners & Busy Young Professionals with incomes above $100,000
who want to delegate their finances to professionals that understand their unique situations. We help our young professional and entrepreneur clients maximize their long-term wealth building
and minimize the time and stress that comes with managing their money.
What is a "Personal CFO"?
"CFO" stands for Chief Financial Officer. You are our "CEO".
Many busy young professionals and entrepreneurs don't have time to properly manage their own finances.
You can hand off your finances to your Personal CFO to give you more free time to be the CEO of your life.
We provide various services to our busy clients, based on their needs.
We ensure that you are optimizing your finances by planning proactively and investing tax-efficiently. We coordinate with your other professionals (attorneys, accountants, real estate agents, etc.) and manage those relationships on your behalf. Most importantly, we help our clients with task management to make sure important responsibilities don't fall through the cracks.
Our Personal CFO financial planning subscription service starts at $250 per month.
For investment management, we charge 0.50% on assets under management. For those with more than $500,000 invested with us, we include estate document drafting and annual tax return preparation for free!
CFP®, AIF®, APMA®, CRPC®
Founder & Financial Planner
CFP® – CERTIFIED FINANCIAL PLANNER™
AIF® – Accredited Investment Fiduciary™
APMA® – Accredited Portfolio Management Advisor™
CRPC® – Chartered Retirement Planning Counselor™
B.S., Business Administration & Investments
M.S., Personal Financial Planning
We are proud members of
The National Association of Personal Financial Advisors is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Working in a strict fee-only, fiduciary capacity, NAPFA-affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus that means aligning solely with their client’s interests.